All ideas

How do we keep the client answers/responses as support. Being able to tell the difference between what the client entered and what we completed/changed. We would typically have our PBC checklist as the back-up but this would be used in place of th...

When editing an investment and on the Foreign Disclosure Forms, users need to be able to import/export the foreign transfers for each form type.

Client is uncertain whether using the reimport option will override existing data or append new information to existing data. They would like to be able to export and import a list of users. Same with instances -- they cannot back-add instances to...

I do like the ease that it looks like you can create reclasses and add activities. Is there an ability to import activities that have already been set up?

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Bypass the matching step when users individually upload with K-1 reader to a specific investment in the manage investments list. Not all K-1's hav...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. It would be really convenient if there were a button that allows viewing a full overview of the PDF and a full overview of diagnostics, both acces...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Autosave feature on each page How will this idea help you and potentially others? Understanding how things are done today, where the pain is, and ...

If we're going to be rolling out the reading ability for Part VII of the K-3 which encompasses all the information currently housed in the 8621 tab under a single investment, we should use the K-3, Part VII input as the populator of the form inste...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Additional fields in 990 Tracker account management to allow for firm-level reporting and tracking of accounts & organizations. How will this ...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. The roles and descriptions still fit the old Ctrac for Crowe use. The roles need to be updated and modified for the firm edition. (See Service Req...